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Private Client Advice Analyst - Assurance & Compliance
Posted 5 days 7 hours ago by Fisher Investments UK
Permanent
Full Time
Other
London, United Kingdom
Job Description
Fisher Investments Europe is seeking a Business Assurance Analyst in the UK to review suitability reports for pensions, ISAs, GIA, investment bonds and trusts, ensuring all advice aligns with clients' best interests and internal standards.
The role involves proactive communication with internal clients, feedback to report writers, and contributing to process improvements, backed by strong knowledge of financial planning and FCA COBS requirements.
Fisher Investments UK
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